Mount Capital Ltd
13F Reported Value
ⓘ$265.0M
Holdings
17
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mount Capital Ltd disclosed 17 positions worth $265.0M in its Form 13F-HR for Q2 2026, led by $SCHW (SCHWAB CHARLES CORP) at 17.1% of the equity portfolio, followed by $WFC and $MRNA. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $DCH. The portfolio is most concentrated in Financials (32.9% of disclosed assets). All figures are sourced directly from Mount Capital Ltd’s Form 13F-HR filing with the SEC under CIK 1896379.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.4#39
Quality
$45.4M492,178 sh - 61.8#752
Quality
$35.6M431,246 sh - 21.2#2,770
Quality
$32.1M457,900 sh - 62.1
Quality
$31.9M285,000 sh - 50.0
Quality
$30.9M584,800 sh - —
Quality
$19.5M1,778,381 sh - 59.0
Quality
$14.0M98,661 sh - —
Quality
$12.1M16,200 sh - 53.0
Quality
$12.0M360,485 sh ISHARES TR - RUSSELL 2000 ETF
—Quality
$6.9M23,100 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SCHWAB CHARLES CORP$SCHW | 79.4#39 | $45.4M | 492,178 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8#752 | $35.6M | 431,246 |
 Moderna, Inc.$MRNA | 21.2#2,770 | $32.1M | 457,900 |
 CROWN HOLDINGS, INC.$CCK | 62.1 | $31.9M | 285,000 |
 CARMAX INC$KMX | 50.0 | $30.9M | 584,800 |
 Nomad Foods Ltd$NOMD | — | $19.5M | 1,778,381 |
 CHARTER COMMUNICATIONS, INC. /MO/$CHTR | 59.0 | $14.0M | 98,661 |
 SPDR S&P 500 ETF TRUST$SPY | — | $12.1M | 16,200 |
 Liberty Broadband Corp$LBRDA | 53.0 | $12.0M | 360,485 |
| ISHARES TR - RUSSELL 2000 ETF | — | $6.9M | 23,100 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mount Capital Ltd's 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Financials
$87.2M
Communication Services
$33.0M
Healthcare
$32.1M
Industrials
$31.9M
Consumer Discretionary
$30.9M
Consumer Staples
$26.1M
Other
$23.8M
Full Holdings — Mount Capital Ltd (Q2 2026)
All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SCHW | SCHWAB CHARLES CORP | $45.4M | 17.1% | +7% | 79.4 |
| 2 | $WFC | WELLS FARGO & COMPANY/MN | $35.6M | 13.4% | +0% | 61.8 |
| 3 | $MRNA | Moderna, Inc. | $32.1M | 12.1% | +16% | 21.2 |
| 4 | $CCK | CROWN HOLDINGS, INC. | $31.9M | 12.0% | +0% | 62.1 |
| 5 | $KMX | CARMAX INC | $30.9M | 11.7% | +42% | 50 |
| 6 | $NOMD | Nomad Foods Ltd | $19.5M | 7.3% | +0% | — |
| 7 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $14.0M | 5.3% | +0% | 59 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $12.1M | 4.6% | +0% | — |
| 9 | $LBRDA | Liberty Broadband Corp | $12.0M | 4.5% | +0% | 53 |
| 10 | — | ISHARES TR - RUSSELL 2000 ETF | $6.9M | 2.6% | +0% | — |
| 11 |  $OPTU | Optimum Communications, Inc. | $5.6M | 2.1% | +0% | 32.7 |
| 12 | — | ISHARES INC - MSCI WORLD ETF | $4.8M | 1.8% | +0% | — |
| 13 |  $SPGI | S&P Global Inc. | $4.6M | 1.7% | +0% | 76.1 |
| 14 |  $PM | Philip Morris International Inc. | $4.1M | 1.5% | +0% | 75.9 |
| 15 |  $KHC | Kraft Heinz Co | $2.5M | 0.9% | +0% | 47 |
| 16 |  $STT | STATE STREET CORP | $1.6M | 0.6% | +0% | 71.5 |
| 17 |  $DIS | Walt Disney Co | $1.3M | 0.5% | +0% | 60.1 |
Exited Positions (1)
$DCH Dauch CorpBrowse Top Institutional Investors
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